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Name Holding Trade Value Shares
Change
Change in
Stake
PA
601
Pinnacle Associates
New York
$3.07M +$1.02M +15,018 +48%
CM
602
Caption Management
Oklahoma
$3.05M +$545K +8,000 +21%
MIA
603
MainStreet Investment Advisors
Illinois
$3.02M -$123K -1,803 -4%
RA
604
RiverPark Advisors
New York
$3.01M +$221K +3,238 +8%
UCFA
605
United Capital Financial Advisors
Texas
$2.99M +$1.97M +28,915 +182%
VAS
606
Valicenti Advisory Services
New York
$2.98M +$309K +4,533 +11%
CWP
607
CFM Wealth Partners
Texas
$2.97M -$36.7K -539 -1%
BSC
608
Brown Shipley & Co
United Kingdom
$2.96M +$78.3K +1,148 +3%
KC
609
Knuff & Co
California
$2.96M -$61.5K -902 -2%
AI
610
AXS Investments
New York
$2.95M +$100K +1,472 +3%
GWM
611
Geneos Wealth Management
Colorado
$2.95M +$737K +10,809 +32%
MGP
612
Metis Global Partners
California
$2.94M -$45.1K -662 -1%
PGCM
613
Prescott Group Capital Management
Oklahoma
$2.94M +$1.36M +20,000 +83%
SWM
614
Sendero Wealth Management
Texas
$2.93M +$99.9K +1,466 +3%
E
615
Ergoteles
New York
$2.92M +$2.45M +35,963 +464%
PFM
616
Premier Fund Managers
United Kingdom
$2.91M +$133K +1,952 +5%
WF
617
WoodTrust Financial
Wisconsin
$2.89M +$175K +2,570 +6%
CA
618
Cullinan Associates
Kentucky
$2.89M -$224K -3,285 -7%
AWAU
619
Alliance Wealth Advisors (Utah)
Utah
$2.87M +$1.54M +22,559 +110%
RBC
620
Romano Brothers & Co
Illinois
$2.87M +$2.37M +34,787 +422%
GIA
621
Gladstone Institutional Advisory
Florida
$2.86M -$318K -4,668 -10%
IAA
622
Independent Advisor Alliance
North Carolina
$2.84M +$104K +1,523 +4%
CA
623
Cetera Advisors
Colorado
$2.82M -$6.97M -102,211 -71%
BCMO
624
Buckingham Capital Management (Ohio)
Ohio
$2.82M -$522K -7,652 -15%
BBWA
625
Bell & Brown Wealth Advisors
California
$2.8M +$147K +2,160 +5%